TSS Episode 144: Wading Into the AI-Stirred Stock Froth
TSS Episode 144: Wading Into the AI-Stirred Stock Froth
DoubleLine Deputy CIO Jeffrey Sherman and Portfolio Manager Samuel Lau welcome Matt Forester, CIO of BNY Mellon Advisors... Read more
10 Aug 2023
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57mins
TSS Episode 143: Mayberry’s Midyear Score Card and 2H2023 Outlook
TSS Episode 143: Mayberry’s Midyear Score Card and 2H2023 Outlook
Jeff Mayberry, Portfolio Manager on DoubleLine’s Macro Asset Allocation team, on July 10, gets graded by Jeffrey Sherman... Read more
14 Jul 2023
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1hr 8mins
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TSS Episode 142: Robert Cohen on Credit Selection and the Coming Default Cycle
TSS Episode 142: Robert Cohen on Credit Selection and the Coming Default Cycle
Robert Cohen, head of DoubleLine’s Global Developed Credit team, discusses navigating the waters of investment grade and... Read more
22 Jun 2023
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49mins
TSS Episode 141: Aon Investments’ Russ Ivinjack on Manager Selection and Portfolio Construction
TSS Episode 141: Aon Investments’ Russ Ivinjack on Manager Selection and Portfolio Construction
Russ Ivinjack, Global Chief Investment Officer of Aon Investments, discusses, among other topics, his management of Aon’... Read more
8 Jun 2023
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46mins
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TSS Episode 140: StoneX’s Vincent Deluard on Recession Skepticism, Not Balancing the Books and Going Lighter on Duration
TSS Episode 140: StoneX’s Vincent Deluard on Recession Skepticism, Not Balancing the Books and Going Lighter on Duration
DoubleLine Deputy CIO Jeffrey Sherman and Portfolio Manager Samuel Lau welcome StoneX Director of Macro Global Strategy ... Read more
25 May 2023
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52mins
TSS Episode 139: J.P. Morgan’s Michael Feroli on the Fed’s One Tool, the Separation Principle, Immaculate Disinflation, and the Magic Regressor
TSS Episode 139: J.P. Morgan’s Michael Feroli on the Fed’s One Tool, the Separation Principle, Immaculate Disinflation, and the Magic Regressor
DoubleLine Deputy Chief Investment Officer Jeffrey Sherman and Portfolio Manager Samuel Lau welcome J.P. Morgan Chief U.... Read more
11 May 2023
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58mins
TSS Episode 138: Morris Chen on Opportunities in Commercial Real Estate Debt
TSS Episode 138: Morris Chen on Opportunities in Commercial Real Estate Debt
Morris Chen, head of DoubleLine’s Commercial Mortgage-Backed Securities (CMBS) and Commercial Real Estate Debt (CRE) tea... Read more
27 Apr 2023
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54mins
TSS Episode 137: Ken Shinoda on Mortgage Investing and the Housing Market
TSS Episode 137: Ken Shinoda on Mortgage Investing and the Housing Market
Ken Shinoda, who chairs DoubleLine’s Structured Products Committee and leads the firm’s non-Agency mortgage securities t... Read more
13 Apr 2023
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46mins
TSS Episode 136: GeoWealth’s Jen Wing on TAMPs, Serving RIAs and Customized Portfolio Models
TSS Episode 136: GeoWealth’s Jen Wing on TAMPs, Serving RIAs and Customized Portfolio Models
Jen Wing, Head of Asset Management at GeoWealth, a proprietary technology and turnkey asset management platform (TAMP) t... Read more
30 Mar 2023
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49mins
TSS Episode 135: Fairlead’s Katie Stockton Charts a Path Into Technical Analysis
TSS Episode 135: Fairlead’s Katie Stockton Charts a Path Into Technical Analysis
DoubleLine Deputy Chief Investment Officer Jeffrey Sherman and Portfolio Manager Samuel Lau welcome Fairlead Strategies ... Read more
16 Mar 2023
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48mins
